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Planned Solutions’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Planned Solutions’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-353
Closed -$18.4K – 502
2024
Q3 		$18.4K Buy
+353
New +$17.7K 0.01% 399
2024
Q1 		– Sell
-196
Closed -$9.29K – 432
2023
Q4 		$9.29K Buy
+196
New +$8.71K ﹤0.01% 429

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Planned Solutions's PXF Position: Q4 2024 in Review

Planned Solutions sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2024, closing a stake of 353 shares — an estimated $18.4K sold.

Planned Solutions first reported a position in PXF in Q4 2023 and held it in 2 quarters. The position peaked at $18.4K in Q3 2024. 187 funds tracked by Wall St. Rank hold PXF as of Q4 2024.

  • Planned Solutions reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 353 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2024, an estimated $18.4K.
  • Planned Solutions first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $18.4K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.